To connect SM to SendJim, go to Control Panel > Integrations > Marketing and scroll down to the SendJim section and click on the Connect link. This will ask you to sign in to SendJim and give serviceminder.io permission to access your account:

Grant permission:

Once you’re connected, go back to Control Panel > Integrations > Marketing and scroll down to the SendJim section. You’ll now see a bunch of configuration options:

Trigger On lets you choose when to send. The options are Appointment Completed, Invoice Generated or Proposal Completed. The Minimum Value field lets you specify a minimum dollar amount that the triggered thing needs to be more than to generate the send. Send To lets you chose to send to the contact or to near by neighbors. If you choose the Neighbors Option, then specify how many in the Neighbor Count field. Lastly select which QuickSend you want to send.

Questions? Open a Quick Chat on our website or call us at 855-663-5937

Need help setting this integration up? Schedule an appointment with our team at https://learn.servicemoxie.com/integration-set-up

Did this answer your question?